Form 4: US Foods Executive Steven Guberman Acquires Shares Following Performance-Based Vesting

Steven Guberman, a US Foods executive, acquired 25,373 shares of common stock on March 5, 2025, following the vesting of performance-based restricted stock units.

Summary

• On March 5, 2025, Steven Guberman, Chief Transformation Officer & EVP, Nationally Managed Business at US Foods Holding Corp., acquired 25,373 shares of common stock.
• This acquisition resulted from the vesting of performance-based restricted stock units granted on March 29, 2021.
• The vesting was contingent upon the achievement of pre-established performance goals by US Foods during the applicable performance period.
• Following the transaction, Guberman directly owns 131,121 shares of US Foods common stock.

Sentiment

Score: 7

Explanation: The sentiment is moderately positive as the vesting of performance-based RSUs indicates that the company has achieved its performance goals. This suggests that the company is performing well, which is a positive sign for investors.

Positives

• The vesting of performance-based restricted stock units suggests that US Foods achieved its performance goals, which is a positive indicator for the company.
• Guberman's increased stake in the company aligns his interests with those of other shareholders.

Future Outlook

The restricted stock units will vest on March 29, 2025, subject to the reporting person's continued employment with the Issuer through the vesting date.

Industry Context

Insider transactions are closely watched as they can provide insights into management's confidence in the company's prospects. The vesting of performance-based RSUs suggests that the company has met certain performance targets, which could be viewed positively by investors.

Comparison to Industry Standards

• Performance-based equity compensation is a common practice among publicly traded companies to align executive compensation with company performance.
• The specific performance metrics used for vesting vary by company and industry, but often include financial metrics such as revenue growth, profitability, or return on equity.
• Comparing the performance metrics used by US Foods to those of its peers (e.g., Sysco, Performance Food Group) would provide a better understanding of the rigor of the performance goals.

Stakeholder Impact

• Shareholders may view the vesting of performance-based RSUs as a positive sign, indicating that management is incentivized to achieve company goals.
• Employees may be motivated by the company's achievement of performance goals.

Key Dates